News & Articles2017-06-15T13:32:30-04:00

News & Articles

How Assets Pass at Death

Richard Morgan at Morgan and Disalvo. This is part of our back to the basics newsletter series. The topic right now is going to be how assets pass at death. This is a big issue that most people don't quite get. So, one of the misconceptions is if your will says your assets go that way, that all your assets actually go that way in your will. That [...]

March 11th, 2019|

What Everyone Needs in Order to Complete an Estate Plan

Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back to the basics video newsletter series. Topic right now is going to be what everyone needs to do their estate planning. So there are several, at least four documents ... Well, at least three documents and one potential document. So everyone needs a financial power of attorney. What is that? It allows you [...]

March 11th, 2019|

What is Estate Planning?

Hello my name is Richard Morgan from Morgan and Disalvo. This is a back to the basics, part of our back to the basics newsletter series. The first topic is going to be on the topic of what is estate planning. Estate planning is the power to control the otherwise uncontrollable. So right now in your life you control every aspect of your life, all your healthcare decisions, [...]

March 7th, 2019|

Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?

by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal with constant change, we often yearn for stability in the law, regardless of the laws being good or bad from a public policy perspective. Well, we got some stability beginning in 2013, from the passage of the 2012 Tax Act. It was nice, but it [...]

February 21st, 2019|

Ten Common Myths About Estate Planning

Having a professionally prepared estate plan is a crucial part of planning for the future. A well-crafted Will-based or Trust-based plan can provide security and other protections for one’s beneficiaries, can help to avoid significant expense and inconvenience to them, and can provide peace of mind to the person making the plan.

January 21st, 2019|

Watch Now: Look Before You Leap

Our first video edition of "The Passionate Estate Planner" highlights the new 20% tax deduction for qualified business income. In less than 3.5 minutes, Richard Morgan shares the impact of this important provision in the 2017 "Trump" Tax Act. Who benefits? Who doesn't? Click on the picture below to watch and find out...  

October 23rd, 2018|
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